The Area : The Investment Management group is a global team guided by Morningstar’s investment principles focused on delivering great long-term investment results to help end-investors reach their financial goals. We use our expertise in asset allocation, investment selection and portfolio construction to create world-class investment strategies leveraging the full resources of Morningstar. The group specializes in multi-asset investing, using building blocks in equities, fixed income and alternative investments to construct robust portfolios. Through our investment offerings, we serve financial advisers and institutions, and the investors that they serve.
Shift: UK Shift
The Analyst will join the Systematic Strategies team in the Research & Investment group. This experienced professional will work on investment analytics, data analysis and visualization of financial data, supporting portfolio management, investment research, risk reporting, and benchmark/index analytics. It requires strong technical capability, familiarity with vendor-sourced multi-asset financial datasets, and the ability to collaborate effectively with investment and technology teams.
The successful candidate will
Develop and enhance analytical dashboards and reporting capabilities, including data visualization, performance monitoring, benchmark analytics, and investment reporting
Proficiency with Python libraries such as Pandas, NumPy, Matplotlib, Seaborn, and Plotly
Required Technical Skills
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
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